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Capital Group Global Equity Fund (LUX) Z GBP/  LU0817818429  /

Fonds
NAV22.05.2024 Diff.-0,1700 Ertragstyp Ausrichtung Fondsgesellschaft
39,5300GBP -0,43% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 5,13 -4,22 6,41 -3,99 0,76 4,88 -0,29 0,36 -
2014 -3,36 4,14 -0,85 -1,79 2,84 0,07 0,43 3,46 0,14 1,91 3,88 -1,35 +9,58%
2015 2,02 2,62 2,74 0,00 1,88 -5,95 1,01 -4,64 -3,22 7,13 1,52 -0,31 +4,17%
2016 -4,76 2,83 3,13 -0,06 0,31 6,18 6,99 1,14 1,56 4,66 -1,11 1,13 +23,67%
2017 2,68 3,40 1,43 -1,41 3,43 -0,55 1,90 2,18 -2,81 3,34 0,04 0,93 +15,34%
2018 1,71 -0,35 -3,64 2,65 3,90 0,63 3,22 0,61 -0,44 -6,97 1,39 -5,58 -3,47%
2019 4,91 2,12 3,99 2,78 -2,70 5,96 4,24 -1,52 0,26 -2,36 2,61 0,90 +22,83%
2020 -0,67 -4,70 -8,02 7,65 6,79 2,11 -1,49 2,43 1,51 -3,85 8,97 1,62 +11,48%
2021 -1,66 1,08 2,74 4,52 -0,28 2,37 0,12 2,19 -1,58 2,75 -0,97 3,54 +15,61%
2022 -4,71 -1,99 2,77 -2,84 0,22 -4,43 6,43 -0,24 -4,97 4,08 3,83 -3,30 -5,83%
2023 4,39 -0,32 1,08 -0,12 -0,84 2,28 0,72 -1,05 -1,15 -1,51 4,57 3,36 +11,75%
2024 0,57 3,77 2,72 -2,09 2,81 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,06% 7,80% 9,15% 11,96% 14,63%
Sharpe Ratio 2,23 2,42 1,00 0,30 0,40
Bester Monat +3,77% +4,57% +4,57% +6,43% +8,97%
Schlechtester Monat -2,09% -2,09% -2,09% -4,97% -8,02%
Maximaler Verlust -3,03% -3,03% -5,00% -14,97% -23,05%
Outperformance +7,94% - +7,80% +20,28% +26,88%
 
Alle Kurse in GBP

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Group Global Equity Fund... thesaurierend 43,3300 +14,66% +8,73%
Capital Group Global Equity Fund... thesaurierend 39,6600 +16,85% +11,15%
Capital Group Global Equity Fund... thesaurierend 34,0700 +12,07% +20,94%
Capital Group Global Equity Fund... thesaurierend 56,9900 +18,66% +16,35%
Capital Group Global Equity Fund... thesaurierend 57,5300 +16,32% +28,82%
Capital Group Global Equity Fund... thesaurierend 48,9600 +13,81% +26,61%
Capital Group Global Equity Fund... thesaurierend 9.757,0000 +31,64% +64,04%
Capital Group Global Equity Fund... thesaurierend 62,2600 +16,42% +13,82%
Capital Group Global Equity Fund... ausschüttend 37,7700 +14,54% +23,07%
Capital Group Global Equity Fund... ausschüttend 32,1400 +12,08% +20,94%
Capital Group Global Equity Fund... ausschüttend 40,8700 +14,66% +8,73%
Capital Group Global Equity Fund... thesaurierend 46,0200 +17,76% +13,71%
Capital Group Global Equity Fund... thesaurierend 46,4500 +15,40% +25,85%
Capital Group Global Equity Fund... thesaurierend 39,5300 +12,94% +23,69%
Capital Group Global Equity Fund... thesaurierend 50,2700 +15,54% +11,22%
Capital Group Glo.Eq.(LUX)A4 EUR thesaurierend 48,6600 +15,77% +27,05%
Capital Group Glo.Eq.(LUX)Zd EUR ausschüttend 39,3300 +15,40% +25,81%
Capital Group Glo.Eq.(LUX)Zd USD ausschüttend 42,5600 +15,52% +11,19%
Capital Group Glo.Eq.(LUX)A7 USD thesaurierend 52,7400 +16,01% -
Capital Group Global Equity Fund... ausschüttend 54,2200 +16,32% +28,83%
Capital Group Global Equity Fund... thesaurierend 52,4200 +15,69% -
Capital Group Global Equity Fund... thesaurierend 52,4500 +15,76% +11,93%
Capital Group Global Equity Fund... thesaurierend 48,4700 +15,65% +26,69%
Capital Group Global Equity Fund... ausschüttend 50,5000 +15,77% +11,93%
Capital Group Global Equity Fund... ausschüttend 46,6700 +15,65% +26,65%
Capital Group Global Equity Fund... thesaurierend 41,4700 +13,40% -
Capital Group Global Equity Fund... ausschüttend 6.327,0000 +12,44% -
Capital Group Global Equity Fund... thesaurierend 48,2000 +18,11% +14,73%
Capital Group Global Equity Fund... thesaurierend 41,4100 +13,30% +24,84%
Capital Group Global Equity Fund... ausschüttend 38,9600 +17,73% +13,67%
Capital Group Global Equity Fund... ausschüttend 33,4700 +12,93% +23,67%
Capital Group Global Equity Fund... thesaurierend 7.878,0000 +30,65% +60,28%
Capital Group Global Equity Fund... ausschüttend 46,2300 +17,96% +14,41%
Capital Group Global Equity Fund... thesaurierend 48,0200 +18,01% +14,44%
Capital Group Global Equity Fund... ausschüttend 39,7100 +13,14% +24,47%
Capital Group Global Equity Fund... thesaurierend 41,2500 +13,20% +24,51%
Capital Group Global Equity Fund... thesaurierend 40,0400 +14,56% +23,05%

Performance

lfd. Jahr  
+7,92%
6 Monate  
+10,67%
1 Jahr  
+12,94%
3 Jahre  
+23,69%
5 Jahre  
+58,56%
10 Jahre  
+185,00%
seit Beginn  
+208,11%
Jahr
2023  
+11,75%
2022
  -5,83%
2021  
+15,61%
2020  
+11,48%
2019  
+22,83%
2018
  -3,47%
2017  
+15,34%
2016  
+23,67%
2015  
+4,17%